Low Risk

planfix_get_report_fields

Get fields of a specific report in Planfix

How to control planfix_get_report_fields ↓

What planfix_get_report_fields does on Planfix MCP Server

AI agents call planfix_get_report_fields to retrieve information from Planfix MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Low Risk

Why planfix_get_report_fields needs a policy

This tool queries and retrieves field metadata/configuration information about a report in Planfix CRM. It performs a read-only operation that does not create, modify, delete, execute code, or commit financial transactions. The verb 'Get' and the passive nature of retrieving report field definitions confirm it as a Read category tool with low severity.

From the tool's definition Tool name 'planfix_get_report_fields' and description 'Get fields of a specific report' indicate a retrieval operation with no modification or side effects.

Documented attack patterns abuse exactly the kind of access planfix_get_report_fields gives an agent:

How to control planfix_get_report_fields

PolicyLayer is an MCP gateway — it sits between your AI agents and Planfix MCP Server, and nothing reaches the server without passing your rules. This is the rule we recommend for planfix_get_report_fields:

policy.json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "planfix_get_report_fields": {}
  }
}

planfix_get_report_fields is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.

  1. Create a free account and register Planfix MCP Server — nothing to install.
  2. Add this policy — paste it, or build it visually.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
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Related tools and policies

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Questions about planfix_get_report_fields

What does the planfix_get_report_fields tool do? +

Get fields of a specific report in Planfix. It is categorised as a Read tool in the Planfix MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on planfix_get_report_fields? +

Register the Planfix MCP Server MCP server in PolicyLayer and add a rule for planfix_get_report_fields: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Planfix MCP Server. Nothing to install.

What risk level is planfix_get_report_fields? +

planfix_get_report_fields is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit planfix_get_report_fields? +

Yes. Add a rate_limit block to the planfix_get_report_fields rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block planfix_get_report_fields completely? +

Set action: deny in the PolicyLayer policy for planfix_get_report_fields. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides planfix_get_report_fields? +

planfix_get_report_fields is provided by the Planfix MCP Server MCP server (popstas/planfix-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

Enforce policy on every Planfix MCP Server tool call.

Start from Planfix MCP Server, add the rest of your stack, and see everything your agents can call. Then put policy on all of it.

Free to start. No card required.

22 Planfix MCP Server tools catalogued and risk-classified — across an index of 43,000+ MCP servers.

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